https://blog.alansun.host/tags/spacex/Recent content in SpaceX on 没用知识库Hugo -- gohugo.iozh-cnalansundy@gmail.com (羊羊羊)alansundy@gmail.com (羊羊羊)© 2026 羊羊羊Wed, 28 Oct 2026 00:00:00 +0000https://blog.alansun.host/posts/20261028_ai%E5%B7%A8%E5%A4%B4ipo%E4%B8%8E%E7%BE%8E%E8%82%A1%E9%A3%8E%E9%99%A9/Wed, 28 Oct 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20261028_ai%E5%B7%A8%E5%A4%B4ipo%E4%B8%8E%E7%BE%8E%E8%82%A1%E9%A3%8E%E9%99%A9/Bravos Research 视频笔记：结合融资优序理论剖析 Anthropic、OpenAI 与 SpaceX 为何在巨额算力亏损与银行惜贷背景下被迫冲刺上市，以及纳斯达克“快速纳入指数”规则如何让被动养老金账户暴露于风险之中。https://blog.alansun.host/posts/20260804_spacex%E9%A6%96%E6%AC%A1%E4%B8%9A%E7%BB%A9%E8%83%8C%E5%90%8E%E7%9A%84%E4%B8%8D%E5%AF%B9%E7%A7%B0/Tue, 04 Aug 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20260804_spacex%E9%A6%96%E6%AC%A1%E4%B8%9A%E7%BB%A9%E8%83%8C%E5%90%8E%E7%9A%84%E4%B8%8D%E5%AF%B9%E7%A7%B0/剖析 SpaceX 完成历史性 IPO 后股价大幅回撤近 46% 的微观结构成因，探讨流通盘过薄、做空借券成本高企、限售股解锁预期与星链（Starlink）真实业绩增速之间的博弈。https://blog.alansun.host/posts/20260626_%E5%A4%AA%E7%A9%BA%E6%8E%A2%E7%B4%A2%E5%85%AC%E5%8F%B8%E4%B8%8A%E5%B8%82%E5%9B%9E%E8%90%BD%E4%B8%8E%E5%A4%AA%E7%A9%BA%E8%82%A1%E8%A7%A3%E6%9E%90/Fri, 26 Jun 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20260626_%E5%A4%AA%E7%A9%BA%E6%8E%A2%E7%B4%A2%E5%85%AC%E5%8F%B8%E4%B8%8A%E5%B8%82%E5%9B%9E%E8%90%BD%E4%B8%8E%E5%A4%AA%E7%A9%BA%E8%82%A1%E8%A7%A3%E6%9E%90/复盘 SpaceX 上市冲高回落拖累韩国高集中度太空 ETF 的始末，对比洛克希德·马丁等国防军工巨头与新兴商业航天公司的现金流可见性、估值弹性与组合配置逻辑。